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Fortis Capital Advisors’s Consolidated Edison ED Stock Holding History

Fortis Capital Advisors’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11
Closed -$1.05K – 248
2023
Q1 		$1.05K Hold
11
– – ﹤0.01% 610
2022
Q4 		$1.05K Buy
+11
New +$1K ﹤0.01% 597

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fortis Capital Advisors's ED Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Consolidated Edison (ED) in Q2 2023, closing a stake of 11 shares — an estimated $1.05K sold.

Fortis Capital Advisors first reported a position in ED in Q4 2022 and held it in 2 quarters. The position peaked at $1.05K in Q1 2023. 1,111 funds tracked by Wall St. Rank hold ED as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Consolidated Edison position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 11 Consolidated Edison shares in Q2 2023, an estimated $1.05K.
  • Fortis Capital Advisors first reported a position in Consolidated Edison in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Consolidated Edison position peaked at $1.05K in Q1 2023.
  • 1,111 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.